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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,145 | $102,385-84.2% | $147,080-89.0% | $80,935-80.1% |
| Participation rate | 24.0% | 75.9%-51.9pp | 82.2%-58.2pp | 67.7%-43.7pp |
| Annual return | 16.75% | 135.09%-118.3pp | 420.17%-403.4pp | 35.66%-18.9pp |
| Employer contribution / active EE | $1,742 | $3,717-53.1% | $4,933-64.7% | $2,757-36.8% |
| Participant deferral / active EE | $2,929 | $6,651-56.0% | $8,066-63.7% | $4,299-31.9% |
| Admin fee / account holder | $198 | $7,951-97.5% | $12,989-98.5% | $6,924-97.1% |